See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,406 | $95,862-70.4% | $79,550-64.3% | $134,475-78.9% |
| Participation rate | 31.3% | 75.0%-43.8pp | 69.5%-38.2pp | 81.2%-50.0pp |
| Annual return | -19.47% | -2.69%-16.8pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $637 | $3,128-79.6% | $2,413-73.6% | $4,740-86.6% |
| Participant deferral / active EE | $637 | $4,693-86.4% | $3,985-84.0% | $6,400-90.0% |
| Admin fee / account holder | $720 | $9,126-92.1% | $6,832-89.5% | $11,426-93.7% |